Salesforce Architect

Must-Have Skills:

12+ years of relevant work experience

• Field Service Lightning
• Sales Cloud
• Service Cloud
• Business Solutioning (Expert)
• Enterprise Integration Strategy

Role Summary:

We are seeking a highly skilled Salesforce Architect with deep expertise in Salesforce Field Service (FSL) to design, govern, and deliver scalable, secure, and high-performing field service solutions. The architect will define end-to-end Salesforce architecture, lead complex implementations, and ensure alignment with enterprise standards and business objectives.

Key Responsibilities:

Salesforce Architecture & Solution Design

• Define end-to-end Salesforce architecture for Field Service implementations
• Design scalable solutions using Service Cloud, Field Service Lightning, Experience Cloud, and platform capabilities
• Establish architectural standards, design patterns, and best practices
• Ensure solutions meet performance, scalability, security, and compliance requirements

Salesforce Field Service Expertise

• Architect solutions leveraging Salesforce Field Service, including:

o Work Orders, Service Appointments, Assets, and Entitlements

o Scheduling, Optimization, Dispatcher Console, and Emergency Workflows

o Skills-based routing, Service Territories, and Operating Hours

o Field Service Mobile App configuration and offline capabilities

• Design complex scheduling and optimization strategies for large technician workforces
• Enable asset-centric service models and preventive maintenance use cases

Technical Leadership & Governance

• Lead and mentor Salesforce developers, admins, and consultants
• Review solution designs, configurations, and code for quality and compliance
• Drive architectural governance through design reviews and documentation
• Resolve complex technical issues and performance bottlenecks

Integration & Data Architecture

• Design and oversee integrations with ERP, Inventory, IoT, GIS, and third-party scheduling systems
• Define integration patterns using REST/SOAP APIs, Platform Events, Change Data Capture, and Middleware (MuleSoft preferred)
• Architect data migration and data quality strategies
• Ensure data security, sharing, and compliance across integrated systems

Automation, Customization & Performance

• Architect automation using Flows, Apex, Lightning Web Components (LWC), and Validation Rules
• Optimize system performance for high-volume work orders and mobile users
• Define strategies for bulk processing, error handling, and monitoring

Agile Delivery & Stakeholder Engagement

• Collaborate with Product Owners, Business Analysts, and business stakeholders
• Provide architectural input during backlog grooming, sprint planning, and release planning
• Translate complex technical concepts into business-friendly language
• Support UAT, go-live, and post-production stabilization

Security, Compliance & Release Management

• Design Salesforce security model including profiles, permission sets, role hierarchy, and sharing rules
• Ensure compliance with enterprise and regulatory standards (e.g., SOX, GDPR, HIPAA where applicable)
• Define CI/CD strategy and DevOps best practices using tools like Copado, Gearset, or Salesforce DevOps Center

Required Skills & Qualifications

Salesforce Technical Skills

• Deep expertise in Salesforce Service Cloud and Field Service Lightning
• Strong hands-on experience with Apex, LWC, SOQL, Flows, and Salesforce APIs
• Experience with Salesforce mobile and offline architectures
• Strong understanding of Salesforce limits and performance optimization

Architecture & Domain Skills

• Proven experience architecting large-scale Field Service solutions
• Strong understanding of field service business processes: dispatching, workforce management, inventory, and asset servicing
• Experience with multi-org, multi-cloud Salesforce environments

Soft Skills

• Strong leadership, communication, and stakeholder management skills
• Ability to influence architectural decisions across business and IT teams
• Experience working in global, distributed Agile teams

Preferred Qualifications & Certifications

• Salesforce Certified Technical Architect (CTA) or progress toward CTA
• Salesforce Certified Field Service Lightning Consultant
• Salesforce Certified Service Cloud Consultant
• Salesforce Certified Integration Architecture Designer
• Experience with industries such as Utilities, Manufacturing, Medical Devices, Telecom, or Energy